Plan now and exit on your own terms and conditions

Pat & Corby were incredibly helpful in the successful sale of our business. They also helped us prepare for all of items we just didnt know that we needed to do to prepare for our future and a successful retirement plan. This was an incredible experience.
— Client Quote

Get a FREE exit readiness report


Complete 22-question exit readiness assessment and receive a report with exit readiness scores in the following key planning areas:

Finance: The current state of preparedness in understanding business value and tax issues.

Planning: Current progress in preparing successors, emergency plans and a post-ownership vision.

Revenue/Profit: A look at how business trends will appear to potential buyers and lenders.

Operations: The preparedness of your client's employees, systems and processes for new leadership.


Is right for you if...

  • You don't know how to start planning for your exit.

  • You're within 1-10 years of exiting.

  • You need help clarifying goals and your ideal exit route.

  • You want to know if your business is sellable.

  • You want to know where the gaps are in your personal and business readiness for the exit route you’ve chosen.

Our Certified Exit Planners will assess readiness and produce a 90-Day Sprint and 365 Day Action Plan.

The personal commitment that we received from Pat & Corby was way beyond what we expected.
— Client Quote

Learn more about the BASEPLAN Process

Project Management


Designing and implementing a successful business exit strategy is much like constructing a commercial building.

It requires a team of experts to design and implement the plan...and someone in the role of Project Manager...

  • Do you have the desire, experience, and expertise to lead and manage the project?

  • Would one of your current advisors be willing and equipped to manage the project rather than focusing on their area of needed expertise? It is typically wise to have needed advisors to be focused on their area of expertise.

Engage our Certified Exit Planners in coordinating this most significant event in your life.

Great people to work with, very knowledgeable, helpful team of people recommended to meet various needs.
— Client Quote

Contact us

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